A potential two-year agreement would give Anthropic capacity to meet surging Claude Code demand while opening a new revenue stream for Meta.
Meta is in talks to rent spare data center capacity to Anthropic in a deal that could be worth up to $10 billion over two years, according to The New York Times as reported by The Decoder [1].
Anthropic made the pitch in June, and Meta is still reviewing it — with either side able to walk away, The Decoder noted [1]. If it closes, the arrangement would be the first concrete test of a strategy Meta chief executive Mark Zuckerberg had already floated to investors: selling excess compute if the company’s own artificial intelligence demand didn’t absorb all available capacity [1].
The timing matters for Anthropic. Demand for Claude Code, the company’s AI coding tool, has surged, driving the need for additional infrastructure [1]. Anthropic has already signed a separate $45 billion deal with SpaceX AI, and has longer-term plans to build its own data centers, hiring former Google executives to lead that effort [1].
For Meta, the potential deal sits alongside a broader push to diversify revenue. The company is spending up to $145 billion this year, the bulk of it on AI, and is also developing paid AI subscriptions under the name “Meta One” as well as investing in space-based solar power for its data centers [1].
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